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  1. $750k in checking accounts- 84yr old- help !
  2. 401k went over contribution limit
  3. 2023 Investment Performance Thread
  4. Withdrawal Advice with Variable Annuity
  5. DQOTD: Why Can't I Do A Roth Conversion With An RMD?
  6. Roth pre-59.5 Withdrawal Timing Question
  7. Splitting 401k and Roth 401k
  8. Navy FCU new 5% 15 Month CD
  9. 2023 Estimated Taxes
  10. Temporary ACA for a few Months
  11. Any experience with Fixed Index Annuity?
  12. my Social Security account
  13. Vanguard Brokerage acct -> 1099 when?
  14. DQOTD: How Do I Calculate/Find My PIA Once I'm Older Than FRA?
  15. Pension held hostage
  16. Top 10 Mistakes People Make When Planning for Retirement
  17. 2023 HSA contribution limits
  18. Equifax Revisited
  19. Social Security spousal benefits with older spouse
  20. What IRS Form 1099-R Box 7 Distribution Code do you use for ROTH conversions?
  21. Funding Grandson’s Account
  22. LendingUSA email advice.
  23. IRA Contribution Limits -1099 income
  24. Tax on Roth Conversion
  25. Moving money to a Roth from a 72t account
  26. New 2023.1 Version of AnyPia32 is now available for Download.
  27. Is Medicare IRMAA a big deal?
  28. Inflation % Prediction for 2023 Year End
  29. PSA: Cost of SPIA Annuity vs Age & Yield
  30. Private Equity in funds - Valuation?
  31. 2022 Withdrawal Rates?
  32. Converting 529 to Roth IRA
  33. S&P 500 Prediction 2023?
  34. A couple I-Bond Questions
  35. Vanguard - Printing Year End Report
  36. Best CD, MM Rates & Bank Special Deals Thread 2023 - Please post updates here
  37. Car Rental Biz?
  38. 2023 401(k) and IRA Maximum Contributions - Anybody here doing this?
  39. I see the new age for RMDs is 73
  40. Starting SS
  41. Aunt died will not viable
  42. Should I keep or pay-off, part of or all of, new mortgage?
  43. Estate planning for taking care of MIL
  44. Re-retiring?
  45. New WA state capital gains tax
  46. HSA question
  47. Withdrawals before RMDs?
  48. CDs in an IRA?
  49. MYGA from Ibexis
  50. Roll 529 to Roth
  51. When to take first RMD?
  52. Something Different About My Vanguard Roth Conversion Today
  53. Roth conversion question
  54. Consultant Offer
  55. Which fund to take my RMD from?
  56. Moved to Fidelity & away from financial Advisor
  57. MAGI & TAX Projection is a Crap Shoot at best
  58. Vanguard 2023 Outlook
  59. The 10X rule to have enough to retire by age 55?
  60. IRS has delayed the $600 threshold for issuing 1099-K
  61. Conversations about Money to have with your family over the holidays?
  62. Reran my numbers, running out of $$??
  63. Moving IRA Distribution through a Roth
  64. Investing small money
  65. Question about GSE Bonds
  66. Fidelity Full View Problems
  67. FZEXX vs FDZXX: What Yield to Compare?
  68. VHCAX distribution - invest or use for tIRA2Roth?
  69. Rebalancing...one fell swoop or via new investments?
  70. Spousal social security
  71. Quicken bond maturity date report
  72. Have I saved enough for Coast FI?
  73. 2nd guessing myself
  74. Tax Loss Harvesting: Same with ETF's as MF's?
  75. High Expense Ratio - Should I Sell?
  76. Stock Indexes vs Performance
  77. Homeowner Insurance Doubled?!!
  78. Roth conversion to pay Income Tax
  79. Any decent snowbird areas for $300,000 or under?
  80. Tight US Labor Market and Covid Deaths
  81. Roth Conversions up until NIIT hits?
  82. CIT Bank - Anyone use them?
  83. 2023 Treasury Direct ibond rate
  84. ROTH conversion question
  85. transferring shares out of ComputerShare?
  86. Pls check my math on taking a fine to change CD rate
  87. 2022 sp500 prediction revisited.
  88. Vanguard Rollover with Fed Tax Withholding
  89. Divorce - who gets the 1099-DIVs?
  90. Federal taxes, and moving them around a bit
  91. Simplified one-fund IRAs for RMD’ers?
  92. Is it normal for a HSA custodial xfer to take a month?
  93. Vanguard "cookie" pop-up annoyance
  94. What do you think of Buffered ETFs ?
  95. Changing Spouse's SS to Spousal Benefit
  96. Graphing effective tax rate across an income range?
  97. Parents Estate Plan -Advice requested
  98. Empty Nest budget changes?
  99. Is a 4% withdrawal rate good again?
  100. Estimated tax, catchup withholding and penalties
  101. 2022 Personal Financial Report Card
  102. Seeking Alpha Special--$39 for 1 year
  103. HSA Contribution in 2023 for year 2022 - Will this complicate tax filing?
  104. Fidelity Go?
  105. Confused About Timing a TLH
  106. The simplest retirement equation.
  107. What is the dividend yield on your portfolio
  108. Munger: “Envy, not greed” (CNBC)
  109. Up to what bracket should I do Roth Conversions
  110. Extra Security for ssa.gov?
  111. I finally did it!
  112. Fidelity Money Market Premium class FZDXX, any surprises?
  113. Don’t need social security
  114. Dumb ? - what is an asset for purposes of a trust
  115. Another Roth Conversion Question
  116. Which Pension Selection To Choose?????
  117. 6 Uncomfortable retirement truths you need to know about.
  118. CD Interest
  119. A Taxing Situation for some fund owners
  120. IRMAA question
  121. Unable to get an IRS ID Pin for minor
  122. Roth IRA Contributions
  123. Good article on Tax free Roth Withdrawals
  124. MYGA Owners: What is the highest allocation you'd have?
  125. Gift Tax/Kiplinger Article
  126. Physical Gold or Silver Thoughts
  127. Have you taken your 2022 RMD re the possible passage of SECURE ACT 2.0?
  128. obtaining old w2s
  129. Article - 35% of Millionaires won't be able to retire
  130. So the Wife Went and Filled Up Her Tank......
  131. Mutual Fund In & Out Flow Charts
  132. Breaking CD's , Penalties and taxes
  133. Should I redeem older E Bonds?
  134. Self Directed IRA for Real Estate investment
  135. IRMAA SSA 44 self employed documentation
  136. Free $150 from Fidelity
  137. probably a dumb tips question
  138. Tax Harvest Question
  139. Updated: Delayed to 2023 - PayPal, Venmo issuing 1099-Ks
  140. SEP or Roth Conversion
  141. Building a Fixed Income Portfolio
  142. Thinking about annuitizing part of my 401k
  143. Collecting SS before FRA and still working question
  144. Inflation vs. Personal Inflation - How has your annual spending changed?
  145. No number credit cards
  146. Any Health Savings Account experts here?
  147. Property Tax 2023
  148. Confusing SSA chart regarding benefit
  149. IRS PIN & E-filing
  150. Feds: Help with TSP Annuity Estimation
  151. First time using TurboTax
  152. Personal Capital Fee account
  153. Tax Loss Harvesting - Vanguard Wellington
  154. How to generate a tax loss?
  155. How much should I spend on retirement house
  156. Are Stocks a Ponzi Scheme?
  157. DQOTD: Roth Conversion Treasury Bill Partial?
  158. Just got refund of Excess Savings Bond purchase
  159. Interest accruing on penalty from IRS?
  160. What type of bond funds would you buy now?
  161. Social Security Statements Updated For 2023
  162. Estimated fee to be an Executor of an estate
  163. Not a shining example of brilliance, VWIAX
  164. Discount for splitting qualified money in divorce
  165. Question on Roth conversion strategy
  166. Dividend "trigger" income levels for 2023
  167. Fido hsa
  168. How hard or easy is it with Vanguard to transfer Many Roth IRA accounts in?
  169. Which muni fund for Fidelity/Schwab
  170. Roth IRA early withdrawal - vanguard 1099-R coding
  171. Medicare Costs (IRMAA?) after a one-time Home Sale Capital Gain
  172. Annuity within an IRA question
  173. Consumer Reports survey: Hybrids are most reliable vehicles
  174. Agencies vs. Treasuries vs. Corporates
  175. Helpful Advice needed for a late saver
  176. Indexing SWR to inflation
  177. RV Pricing (crystal ball), RV in general discussion
  178. 2022 Tax Program Deals
  179. Rent raised over 5%--is this legal?
  180. Can You Cancel Your Social Security - I AM 61
  181. Cost for probate lawyer
  182. As Ricky Ricardo would say, "Splain it too me, Loocy?" (CD rates)
  183. RMD -From where to where this year
  184. Revisiting Firecalc?
  185. Tax free Cap Gains question from a newbie
  186. Was this one of those days?
  187. Bank routing number security?
  188. How many of you have gone to a one stop shop for your investments and banking? Like
  189. How sell treasuries?
  190. SS benefits payable to ex wife
  191. MN Vanguard- state form required- spam?
  192. Anyone having problems getting into Fidelity
  193. Some important "trigger" income levels for 2023
  194. What next up the risk/return spectrum from money market?
  195. Brokered CD's in a Vanguard Roth IRA?
  196. Do FHLB Bonds Seem Too Good to be True?
  197. underpayment penalty on sale of home
  198. Withdraw before or after CG Distribution for use of funds?
  199. Wealthtrack Financial Markets Are Dangerous for Investors: What You Need to Know 2022
  200. Inherited IRA - the latest?
  201. ESOP question
  202. Skimpflation
  203. 1031b exchange with a related party Form 8824
  204. Real estate agents in this market...
  205. reopened treasury auction vs new issue
  206. How to change brokers.
  207. Can I QCD from inherited IRA ?
  208. Vanguard Site Not Secure ??
  209. Still Waiting on Fed Refund After 33+ Weeks?
  210. Selling / rebalancing algorithm (the opposite of dollar-cost averaging)
  211. To those with TIAA Accounts, Annuity Payout Increased in Nov.
  212. When does Ally post savings interest?
  213. brokered CD interest question
  214. Required Withdrawals Question
  215. Self Employed // NQDC vs cash balance plan
  216. Fidelity web page question
  217. Mental Accounting - Retiring at the Beginning of a Downturn
  218. selling airbnb property, residential vs commercial property
  219. $550 annual membership fee for Chase Chase Sapphire Reserve® Credit Card - worth it?
  220. Souring on my International Equity allocation
  221. International stock in taxable or IRA?
  222. GNMA funds right now
  223. Positioning for R-day
  224. Taxable account portfolio
  225. Math Problem. Help!
  226. Quick Question About MYGA's
  227. The 4% rule just became a whole lot easier - Allan Roth
  228. First Guaranty Bank automatic rate increase
  229. DQOTD: T-Bills vs Cash Savings?
  230. Question about Timing of DW's Social Security Claim
  231. Supplemental Retirement Plan - Salary Deferment
  232. Oct 2022 was biggest month gain for indices since at least 1987
  233. My son wants to me to help pay for his very expensive wedding? How much?
  234. Teacher salaries & DGS
  235. International Bond Fund vs. Domestic
  236. Discover Bank $450 Offer
  237. IRMAA - how to avoid with this xtra tax
  238. What percentage of your retirement income is Social Security?
  239. 401K vs IRA legal protections
  240. USAA Senior Bonus - 40 years of membership
  241. Lump Sum in Taxable account
  242. Fast Eddie Jones strikes again
  243. FIRE and kids
  244. Partly a rant but also an alert to others
  245. Wash Sale Reporting Question
  246. Social Security First Year Recalculated ?
  247. PWZ or CDs: WWYD?
  248. Big differences between FIRECALC and New Retirement
  249. 2022 Year-End Distributions
  250. Sell bond index funds at a loss in order to buy CDs?